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Marcus & Millichap
MMI

Overview Fund Activity

156 hedge funds and large institutions have $726M invested in Marcus & Millichap in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-3
Holders Change %
-1.89%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
63
Reduced
46
Closed
22
Calls
$101K
Puts
$97K
Net Calls
+$4K
Net Calls Change
-$41K

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$20.2M
2
RP
2
Reinhart Partners
Wisconsin
$53.8M
3
RA
3
Royce & Associates
New York
$72.4M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$4.14M
5
Deutsche Bank
5
Deutsche Bank
Germany
$2.94M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$203K
2
Goldman Sachs
2
Goldman Sachs
New York
$8.38M
3
Millennium Management
3
Millennium Management
New York
$0
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$21.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.2K +$536 +17 +3%
QCG
127
Quadrant Capital Group
Ohio
$17.9K -$2.21K -70 -11%
S
128
SignatureFD
Georgia
$17.4K -$2.65K -84 -13%
UB
129
UMB Bank
Missouri
$16.2K +$3.25K +103 +25%
Osaic Holdings
130
Osaic Holdings
Arizona
$13.3K +$2.27K +72 +21%
LC
131
Lindbrook Capital
California
$8.7K – – –
EWA
132
EverSource Wealth Advisors
Alabama
$7.76K +$2.89K +73 +59%
PTC
133
Private Trust Company
Ohio
$7.53K +$567 +18 +8%
GI
134
GAMMA Investing
California
$6.81K -$599 -19 -8%
GRP
135
Global Retirement Partners
California
$4.32K +$4.32K +137 New
PS
136
Principal Securities
Iowa
$3.85K – – –
FFC
137
First Financial Corp
Indiana
$3.18K – – –
SAM
138
Smartleaf Asset Management
Massachusetts
$2.64K +$2.64K +84 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$1.86K +$1.86K +59 New
CFGS
140
Concourse Financial Group Securities
Alabama
$1.45K +$63 +2 +5%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$1.14K +$378 +12 +50%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$1K -$91 -2 -8%
TFA
143
Transamerica Financial Advisors
Florida
$1K – – –
VCM
144
Versant Capital Management
Arizona
$788 – – –
FFA
145
Farther Finance Advisors
California
$695 – – –
FMII
146
Farmers & Merchants Investments Inc
Nebraska
$599 – – –
BIA
147
Bell Investment Advisors
California
$536 – – –
LFG
148
Larson Financial Group
Missouri
$410 +$410 +13 New
IC
149
Innealta Capital
Texas
$378 +$378 +12 New
AF
150
Allworth Financial
California
$375 +$375 +10 New
4 5
6
7 8